Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,271 | $90,486-51.1% | $78,676-43.7% | $273,972-83.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.81% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,964 | $3,175-38.2% | $2,850-31.1% | $4,869-59.7% |
| Participant deferral / active EE | $4,109 | $3,901+5.3% | $3,517+16.8% | $5,287-22.3% |
| Admin fee / account holder | $3,037 | $5,263-42.3% | $4,510-32.7% | $10,133-70.0% |